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Groove + Salesforce

Create new Salesforce cases from new Groove tickets

Salesforce is often the system of record for anything customer related. This Salesforce Groove integration allows you to send any new tickets from Groove into Salesforce as a new automatically so that you can make sure all your customer info is in Salesforce.

Salesforce is often the system of record for anything customer related. This Salesforce Groove integration allows you to send any new tickets from Groove into Salesforce as a new automatically so that you can make sure all your customer info is in Salesforce.

  1. When this happens...
    GrooveGroove
    Ticket Started

    Triggers when a new ticket is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Groove triggers, actions, and search

    Agent Invited

    Triggers when an agent is created.

    Trigger
    Instant
    Try It
    • Linkedin Username

    • Twitter Username

    • Company Name

    • Email

    • Website

    Trigger
    Instant
    Try It
    • Priority

    • Assignee

    • Assigned Group

    • Closed By

    • Customer Name

    • Mailbox

    Trigger
    Instant
    Try It
  • Groove triggers, actions, and search

    Agent Replied

    Triggers when an agent replies to a ticket.

    Trigger
    Instant
    Try It
  • Groove triggers, actions, and search

    Customer Replied

    Triggers when a customer replies to a ticket.

    Trigger
    Instant
    Try It
    • Assignee

    • Assigned Group

    • Priority

    • Mailbox

    Trigger
    Instant
    Try It
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About Groove

The simple helpdesk for SaaS and eCommerce businesses.
Learn moreHelp

Related categories

  • Customer Support

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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